DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left C•••• P••••••••• F•••••••• P•••••••• L•• for T•• M••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carol Amelia HoffmanCincinnati, OhJun 30, 2023May 26, 2023
Deborah Lou ThockerCincinnati, OhJun 30, 2023May 30, 2023
Katherine Mary McinerneyCincinnati, OhJun 30, 2023May 30, 2023
Michael Allen CurleyCincinnati, OhJun 30, 2023May 31, 2023
Michael Justin SchelleCincinnati, OhJun 30, 2023May 25, 2023
Robert W BartlettCincinnati, OhJun 30, 2023May 30, 2023
Ryan M GormanCincinnati, OhJun 30, 2023May 25, 2023
The rule
Registrations ended
Jun 30, 2023
Registered next
May 25, 2023 to May 31, 2023
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C•••• P••••••••• F•••••••• P•••••••• L••Other teams into T•• M••••• G••••• L••